The second-generation Lenovo Legion Go handheld devices have already received a substantial price increase after their initial launch. The AMD Ryzen Z2 Extreme-powered Legion Go 2 was previously increased from $1,349.99 to $1,999.99; now the same Legion Go 2 with 32 GB of RAM and 2 TB of storage, which had previously jumped to $2,849, rose by another $233 (around 8% of the previous price) and is listed at $3,081.99 on the Lenovo US online store, while the 1 TB version can still be found at Best Buy for $1,999.99. The entry-level Legion Go S jumped from $899.99 and $649.99 to $1,579.99 and $989.99 for the Z1 Extreme and Z2 Go models, respectively. The latest price increase comes as the gaming handheld continues to be out of stock at Lenovo, although partner stores like Best Buy still have stock. Lenovo has not yet announced the price hike for the Legion Go; the source does not state the cause (the article's suggestion of a link to the 'RAMpocalypse' affecting RAM and DRAM pricing across PC hardware segments is presented as an assumption, not a confirmed cause).
Lenovo Legion Go 2 (AMD Ryzen Z2 Extreme handheld)Lenovo Legion Go SRAM/DRAMLenovoTechPowerUpPrice Movement
CanSemi debuted on the ChiNext board on October 13 with an IPO price of CNY 12.01 per share; shares opened at CNY 45, up 274.69%, raising approximately CNY 7.5 billion.
Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its core products, the impact on the Consumer Price Index (CPI) is limited and the supply-side shock has been less severe than expected. The source does not state specific price increase magnitudes.
memoryadvanced copper foilglass fiber clothAppleDigiTimes AsiaPrice Movement
According to Commercial Times, the CPU price-hike wave is gaining momentum in October, fueled by growing demand for AI PCs and servers and rising advanced-node manufacturing costs. Intel has raised processor prices three times since late last year, and reportedly introduced price adjustments across its product lines starting September 1, with high-end Panther Lake models seeing the largest increases of 15% to 20%, compared with 5% to 10% for Meteor Lake and Arrow Lake. The latest hikes do not apply to the entire Panther Lake lineup but focus on models with high-end GPU tiles, which are manufactured by TSMC on its N3E, while Panther Lake adopts a heterogeneous integration architecture combining these GPU tiles with CPU compute tiles produced on Intel's own 18A. According to Commercial Times, citing supply chain sources, Qualcomm increased prices for PC processor platforms including Snapdragon X and X2 Elite by approximately 10% starting in October. AMD is reportedly preparing price adjustments for certain CPUs, although the magnitude, scope, and timing remain unconfirmed. Foundry pricing is a key factor: according to Central News Agency, analysts forecast TSMC will raise manufacturing prices further in 2027, with increases of 5% to 10% for advanced nodes, 10% to 15% for advanced packaging, and 3% to 5% for mature nodes. According to TrendForce, CPU supply has improved significantly since 2Q26, allowing brands to normalize procurement and production; as CPU shortages ease in 2H26, the decline in global notebook shipments for full-year 2026 is expected to narrow to 9.4% YoY, though continued increases in DRAM and SSD prices alongside higher CPU costs continue to pressure notebook makers. Per Reuters, CEO Lisa Su said on October 6 that AMD is working with partners including TSMC to expand CPU and GPU production capacity to meet growing AI demand; AMD has begun ramping its sixth-generation EPYC processors (Venice) on TSMC's 2nm and plans to substantially increase chip supply in 2027.
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According to The Elec, ASML reportedly plans to raise prices by 10% on all replacement parts supplied to South Korea, covering both EUV and DUV lithography systems. The report notes that ASML notified Samsung Electronics and SK hynix of the planned increase through its South Korean subsidiary in early September, and the new prices will apply to deliveries starting in January 2027. The increase covers everything from regularly purchased consumables to major components replaced due to failures or declining performance; while ASML has previously adjusted prices for individual parts due to rising raw material costs or supply shortages, an across-the-board 10% hike is unusual, and industry sources suggest the company is seeking a larger share of its customers' profits. ASML is also reportedly discussing higher prices for newly ordered lithography equipment with major customers. For context, ASML generated €8.193 billion in revenue from services, replacement parts, and upgrades for installed equipment last year, roughly 25% of its total revenue of €32.667 billion, and expects this business to grow by more than 30% this year. According to Reuters, its EUV machines priced around US$200 million each are nearly sold out through 2027, and next-generation High-NA EUV systems are priced at roughly US$400 million each. ASML has also reportedly sought a 10% price increase for DUV lithography equipment, with some Chinese customers accepting, while TSMC is said to be resisting price hikes for both EUV and DUV systems; Applied Materials said in August that higher prices were supporting margin expansion, Tokyo Electron said in late July it was negotiating price adjustments to offset rising costs; lead times for certain deposition equipment components have increased from four months to as long as 10 months, and some Japanese-made laser-processing components face delivery times of up to 40 months. The source does not state a single definitive cause, linking the increases to AI-driven capacity expansion, inflation, and rising raw material costs.
EUV光刻系统更换零部件DUV光刻系统更换零部件EUV光刻设备ASML, Samsung Electronics and 6 totalTrendForcePrice Movement
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ASML, Samsung Electronics, SK hynix, Applied Materials, Tokyo Electron, TSMC
ASML will raise prices by 10% across replacement parts supplied to South Korea, covering all parts for extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, with the new prices taking effect for deliveries starting in January 2027. According to industry sources, ASML headquarters notified Samsung Electronics and SK Hynix of the proposed increase through its South Korean subsidiary in early September, and the increase was finalized after discussions with the purchasing organizations of both companies. Prices will rise for everything from consumable parts purchased regularly to major components replaced because of failures or performance degradation, raising the cost of keeping the equipment operational. Industry sources say ASML has traditionally adjusted prices for individual parts only when raw material costs rose sharply or specific materials became difficult to procure, making a blanket 10% increase unusual; an industry official said component prices have risen across the board but ASML also appears to be seeking a larger share of the profits its customers are making. ASML separately reports revenue from services, parts and upgrades for installed equipment, which totaled €8.193 billion last year, accounting for 25% of total sales of €32.667 billion, and the company forecast this revenue would grow by more than 30% this year. Prices for newly ordered equipment are also likely to increase, and ASML is discussing equipment price increases with major customers. The Information reported in July that ASML had notified Chinese semiconductor manufacturers and other customers of a 10% increase in DUV equipment prices, with some customers accepting, while largest customer TSMC was reportedly opposing the increase. Industry observers expect the across-the-board increase, accepted by Samsung Electronics and SK Hynix, to strengthen the position of other equipment and component suppliers seeking price increases: Applied Materials said in August that prices had risen for both new and existing products, Tokyo Electron said in late July it was pursuing price adjustments including for equipment already on the market, and Advanced Energy Industries said it had raised prices for some product lines. The source states the cause: AI data center investment has prompted memory makers and foundries to expand capacity simultaneously, driving up equipment and component orders while suppliers need time to expand production, creating a supply-demand imbalance; rising inflation and raw material costs have added to supplier cost burdens, giving suppliers greater negotiating leverage.
EUV lithography system replacement partsDUV lithography system replacement partsASML, Samsung Electronics and 3 totalThe ElecPrice Movement
AMD reportedly raised GDDR6 prices for board partners effective October 1, aligning with recent Radeon price hikes in China. This follows previous increases in July and September tied to rising TSMC costs. The move is bullish for memory suppliers and indicates continued pricing pressure in the GPU market.
In the US, average Xbox console prices reached $529 in 2026, a 26% increase year over year, while PlayStation prices hit $597, a 20% increase. These record highs are attributed to price hikes for the PS5 Pro ($899.99 in April), Xbox Series X ($799.99 on August 1), and Switch 2 ($499.99 in September), driven by memory and storage shortages. Consequently, Xbox unit sales fell 33% and PlayStation sales dropped 25% through August 2026.
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Global PC shipments cratered due to rising prices hammering demand, with Omdia reporting a 21.2% year-on-year decline to 58.1 million units in Q3 2026 and IDC estimating a 20.1% decline to 62.7 million units; IDC also noted a 9.1% quarter‑on‑quarter drop from Q2 2026. The downturn follows AI‑fueled component shortages that have driven costs soaring, as DRAM and SSDs now account for nearly 40% of a PC’s component costs (up from ~15%) after more than fourfold price increases, while shortages of processors, graphics cards and other integrated circuits add pressure. Major vendors saw declines: Lenovo 22.6%, HP ~31%, Dell 25%, Apple 11% (IDC). Omdia forecasts a further 24% YoY decline in Q4 2026 and a 7% decline across 2027.
DRAMSSDsprocessorsLenovo, HP and 4 totalThe RegisterPrice Movement
According to VideoCardz, citing a source on Board Channels, AMD has increased GPU vendor pricing by as much as $104 in China. The Radeon RX 9070 receives a price hike equivalent to $104, the steepest increase on the list, while the Radeon RX 9060 XT 8 GB gets the smallest increase at $45; the Radeon RX 9070 XT and RX6500 XT pricing remain unchanged. The price hikes are reportedly motivated by higher memory prices and manufacturing costs. The increases are seemingly local to China for the time being, but international board partners have also been informed of the upcoming changes.
According to STAR Market Daily, semiconductor testing demand is surging as increasingly complex AI chips require more intensive processes, tightening available capacity; OSAT provider Sigurd Microelectronics has posted monthly revenue above NT$2 billion for three consecutive months, and customers are increasingly signing long-term agreements to secure testing capacity — most have signed capacity agreements lasting more than a year, others have reserved capacity through dedicated equipment, and some memory customers are even willing to pay premiums to lock in capacity. On pricing, Sigurd said it could not speak for the industry but confirmed that it has already begun raising its own prices. Per TechNews, AI, CPUs, GPUs, ASICs, and silicon photonics generated about NT$3.7 billion in revenue for Sigurd in the first nine months of 2026, up from roughly NT$2.5 billion a year earlier, with their share of total revenue rising from 20% to 24%, and the company expects the share to exceed 30% in 2027. Silicon photonics is also a key growth driver: Sigurd has expanded its optical communications testing capabilities to cover EICs, PICs, and optical engines, spanning testing technology, R&D engineering, and volume production. Strong demand is accelerating capacity expansion: Sigurd's second Hukou plant began production in July, with about 40% of capacity online as of October and already locked in by customers; Zhongxing Plant 3 is scheduled for completion in the fourth quarter of 2026 and volume production in the first quarter of 2027. Sigurd has raised its 2026 capex to NT$8.8 billion, 48% above its original plan, focused on advanced testing equipment, and is in discussions with several key customers and could raise capex again in the coming months. As background: per Seoul Economic Daily citing Nomura Securities, NVIDIA Blackwell's final test time is estimated at four times that of Hopper, while Rubin could require seven times as long, with testing's share of GPU manufacturing costs projected to rise from 1.9% for Hopper to 2.5% for Blackwell and 3.3% for Rubin; per ETNews, Digital Frontier and UniTest have secured a combined KRW 283.94 billion in HBM4 wafer tester orders from SK hynix this year, and as HBM complexity increases, more test items and longer testing times could drive testing equipment demand to grow faster than HBM output itself.
AI芯片测试产能HBM4晶圆测试机硅光子（EIC、PIC、光引擎测试）Sigurd Microelectronics, SK hynix and 5 totalTrendForcePrice Movement
Related manufacturers
Sigurd Microelectronics, SK hynix, Digital Frontier, UniTest, NVIDIA
Samsung Electronics is seeking prices for its next-generation HBM4 that are more than three times its current HBM3E prices. This significant increase is expected as the company transitions its main product from HBM3E to HBM4. Bullish. Analysts believe this shift will further boost the company's profitability.
HBM4HBM3ESamsung ElectronicsDigiTimes AsiaPrice Movement
New LTA prices for 12-inch wafers are projected to rise 15-25% for epi wafers and over 40% for polished wafers in 2027, driven by AI demand. This follows a new contract renewal cycle as pandemic-era contracts expire, with spot prices expected to surpass LTA levels by Q4. Bullish for wafer suppliers like GlobalWafers, which forecasts a 32.6% YoY ASP increase to $122 in 2027.
12-inch wafersEpi wafersPolished wafersGlobalWafers, SUMCO and 6 totalTrendForcePrice Movement
Kurnal Insights reports 1b-gen DRAM die value ($0.654/mm²) exceeds TSMC N2 wafer pricing ($0.424/mm²). This reflects record-high spot prices for DDR5 eTT memory (~$1.55/Gb) driven by AI demand. The analysis indicates a bullish outlook for memory pricing due to persistent shortages.
DRAMDDR5Samsung Electronics, TSMCTom's HardwarePrice Movement
Acer CEO Jason Chen expects PC prices to rise 5% to 20% in Q4 2026. While DDR4, DDR5, and CPU supplies are stabilizing, memory and SSD costs remain elevated, delaying price corrections. Bullish: PC Average Selling Prices (ASP) are expected to peak around mid-2027.
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NVIDIA's gross margin is projected to drop to 71-72% in 4Q26 due to component price hikes exceeding expectations. Consequently, major OEMs like Dell, HP, and ASUS are qualifying and adopting components from Chinese suppliers such as CXMT and Viiyong to mitigate shortages and costs. This shift signals a significant diversification in the supply chain for entry-level PCs.
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Newegg offers a bundle of AMD Ryzen 7 9800X3D, Asus X870E motherboard, and 32GB DDR5 RAM for $1,109.99, saving $150 compared to individual parts. This reflects the ongoing memory crisis driving up component costs, though retailers are using bundles to offset inflation. Bullish: The deal signals current high pricing pressure in the DDR5 and CPU markets.
Ryzen 7 9800X3DDDR5 RAMX870E MotherboardAMD, Asus and 3 totalTom's HardwarePrice Movement
NVIDIA is running a contest for RTX 5090s, highlighting that street prices have surged past $5,000, double the launch price, due to a GDDR7 memory shortage.
GDDR7Discrete Graphics CardsRTX 5090NVIDIATechPowerUpPrice Movement
The Goodram PX700 2TB SSD is priced at $613, offering strong performance and efficiency but facing pricing concerns. The review highlights its power efficiency and cool running as pros, while noting poor sustained write speeds. Neutral: The specific price point and 'pricing concerns' are noted for traders.
SSDPCIe 4.0 SSDNAND FlashGoodramTom's HardwarePrice Movement
MLCC, resistors, and inductors see prices rising 15% to 70% due to raw material inflation and supply constraints. AI and EV demand has pushed capacity utilization above 95%, creating a structural shortage. Bullish: Price uptrend confirmed.
MLCCTantalum capacitorsPolymer capacitorsElectronics SourcingPrice Movement